This article will cover the following:
- What Are Templates?
- How To Add An Advertiser Or Offer Templates
- How To Assign An Advertiser Template
What Are Templates?
Templates (previously called default entities) are a feature in CAKE designed to streamline our user's everyday workflows. Specifically, this feature allows the user to predefine, and save into templates, the names, settings, events, rules, and much more associated with their advertisers and offers. These templates can then be selected when adding new advertisers and offers into the system to significantly reduce setup time, and help maintain consistency across related setups.
How To Add An Advertiser Or Offer Templates
To add an advertiser or offer template in your system, follow these steps:
- Click on the Setup main tab
- Click on the Settings sub tab
- Click on the Default Entities tab
- Click the Add button above the template grid
- Add a Name for your template
- Select an Entity (advertiser or offer)
- Click Next and Finish
- In the Template grid, Click the name of the template you just added
- Adjust any available field to your liking and click Save
How To Assign An Advertiser Template
Once you have created an advertiser template, you can select it when adding a new advertiser by following these steps:
- Click on the Action Menu icon on the top right corner of your window
- Navigate to the
Advertisers section
- Click the Plus icon
- Select the name of your advertiser template from the
If you have any questions, please reach out to your dedicated CAKE Client Success Manager/Account Manager or contact the CAKE Support Team at support@getCAKE.com.